HDFC Flexi Cap Fund vs SBI Flexicap Fund compare
HDFC Flexi Cap Fund - Growth Plan
SBI Flexicap Fund - REGULAR PLAN -Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
Fund | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹75784 Cr | ₹21747 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 01 Jan 1995 | 29 Sep 2005 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 TRI |
Turn Over | 42.17% | 55% |
Expense Ratio | 1.42 | 1.67 |
Manager | Dhruv Muchhal | Pradeep Kesavan |
ISIN Code | INF179K01608 | INF200K01222 |
Exits Load | HDFC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
1 Month | 0.49% | 1.47% |
6 Month | 8.72% | 4.33% |
1 Year | 8.1% | 1.21% |
3 Year | 25.97% | 15.83% |
5 Year | 29.17% | 19.76% |
SIP Return Analysis
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
6 Month | 6.81% | 6.75% |
1 Year | 12.89% | 6.99% |
3 Year | 22.55% | 13.37% |
5 Year | 23.87% | 13.86% |
Rolling Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
1 Year | 18.37% | 12.66% |
3 Year | 19% | 12.75% |
5 Year | 18.79% | 12.97% |
Risk Management
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
Standard Deviation | 11.91% | 10.98% |
Sharp | 1.58% | 0.91% |
Beta | 0.82% | 0.83% |
Alpha | 7.20% | -2.09% |
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Fund Managers
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
Name | Dhruv Muchhal | Pradeep Kesavan |
Total AUM | ₹520687 Cr | ₹434274 Cr |
Funds Managed | 40 | 43 |
HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Market Cap
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
Others | 13.33 | 8.58 |
Large Cap | 73.37 | 69.8 |
Mid Cap | 3.4 | 11.28 |
Small Cap | 9.89 | 10.34 |
Sector Allocation
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
Others | 10.55 | 5.72 |
Communication Services | 3.18 | 4.99 |
Energy | 0.98 | 6.13 |
Technology | 4.79 | 4.94 |
Consumer Cyclical | 15.98 | 12.05 |
Industrials | 5.14 | 12.37 |
Basic Materials | 5.04 | 9.86 |
Financial Services | 39.72 | 38.09 |
Real Estate | 2.89 | - |
Healthcare | 8.79 | 1.97 |
Consumer Defensive | 1.1 | 1.91 |
Utilities | 1.84 | 1.98 |
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